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Picking the right Trustee is integral to ensuring your plan works as intended. After all, your trustee is the “quarterback” of your trust. Make sure your trustee checks all the boxes and discuss your selection with your attorney as other considerations may come into play depending on your planning goals.
Does your trustee check all the boxes?
This is not what you do every day. It is what we do. Let us help provide the resources you need to make an informed decision.
We’re ready to start this journey with you.
Contact us to schedule a consultation.